About Davidson & Garrard
Davidson & Garrard is a company based in Lynchburg (United States) founded in 1974 was acquired by CAPTRUST Financial Advisors in September 2017.. Davidson & Garrard offers products and services including Wealth Planning Services, Investment Advisory, and Fiduciary Services. Davidson & Garrard operates in a competitive market with competitors including Raymond James, Wintrust, Focus Financial Partners, Alera Group and Creative Planning, among others.
- Headquarter Lynchburg, United States
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Sectors
Financial Services
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Phone
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Website
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Social
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Annual Revenue
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Net Profit
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Latest Funding Round
- Investors
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Acquired by
CAPTRUST Financial Advisors
(Sep 20, 2017)
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Products & Services of Davidson & Garrard
Davidson & Garrard offers a comprehensive portfolio of products and services, including Wealth Planning Services, Investment Advisory, and Fiduciary Services. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Provides tailored financial strategies for individuals and families
Offers guidance on investments and retirement plan optimization
Delivers co-fiduciary support for corporations and nonprofits
Funding Insights of Davidson & Garrard
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Davidson & Garrard
Davidson & Garrard has secured backing from 1 investor. Prominent investors backing the company include CAPTRUST. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Financial advisory services are provided by CAPTRUST to various clients.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Venture capital is directed toward companies in multiple sectors.
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Investments & Acquisitions by Davidson & Garrard
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Davidson Garrard
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Davidson & Garrard Comparisons
Competitors of Davidson & Garrard
Davidson & Garrard operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Raymond James, Wintrust, Focus Financial Partners, Alera Group and Creative Planning, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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M&A advisory, capital markets, and wealth management services are offered.
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Bank offering diversified financial services
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| domain | founded_year | HQ Location |
Business consulting services are provided to banks and lending institutions.
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| domain | founded_year | HQ Location |
HR, insurance, and liability services are provided by Alera Group.
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Provider of wealth management services
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Provider of wealth management services
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| Company Name | Domain | Founded year | HQ Location | Description |
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Multiple services are booked via an app-based platform.
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On-demand services are booked through an app-based platform.
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App based platform offering on demand delivery and ride-hailing services
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Operates an on-demand hyperlocal delivery app for food and groceries.
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Frequently Asked Questions about Davidson & Garrard
When was Davidson & Garrard founded?
Davidson & Garrard was founded in 1974.
Where is Davidson & Garrard located?
Davidson & Garrard is headquartered in Lynchburg, United States. It is registered at Lynchburg, Virginia, United States.
What does Davidson & Garrard do?
Founded in 1974, Davidson Garrard operates as a wealth management firm based in Lynchburg, United States. Financial advisory and investment services are offered to individuals and families within the finance sector. Operations focus on portfolio management, estate planning, and retirement strategies. The company maintains a localized presence while adhering to standard regulatory practices in the industry.
Who are the top competitors of Davidson & Garrard?
Davidson & Garrard's top competitors include Focus Financial Partners, Alera Group and Raymond James.
What products or services does Davidson & Garrard offer?
Davidson & Garrard offers Wealth Planning Services, Investment Advisory, and Fiduciary Services.
Who are Davidson & Garrard's investors?
Davidson & Garrard has 1 investor. Key investors include CAPTRUST.